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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2851	LSC Lesa Sroufe & Co Seattle, Washington	$206K	-$3.78M	1	0.18%	Reduced
2852	AFA Abacus FCF Advisors Orlando, Florida	$205K	-$12.8M	8	8.22%	Reduced
2853	PIM Parker Investment Management Menlo Park, California	$205K	+$189K	1	0.07%	New
2854	AWMG Alliance Wealth Management Group Flemington, New Jersey	$200K	+$202K	1	0.14%	New
2855	Truepoint Inc Cincinnati, Ohio	$200K	+$188K	1	0.02%	New
2856	NC NewSquare Capital Newtown Square, Pennsylvania	$197K	+$30K	16	0.05%	Increased
2857	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$197K	+$174K	1	0.03%	New
2858	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$186K	+$7.42K	8	0.07%	Increased
2859	CAL Capital Advisors Ltd Shaker Heights, Ohio	$183K	$0	4	0.08%	Maintained
2860	DA DSC Advisors Chicago, Illinois	$173K	+$15.9K	1	0.11%	Increased
2861	NCMG NCM Capital Management Group Durham, North Carolina	$167K	$0	1	2.03%	Maintained
2862	LWA Lowe Wealth Advisors Columbia, Maryland	$160K	-$4.19K	5	0.11%	Reduced
2863	CSM Central Square Management Naperville, Illinois	$152K	-$609K	1	0.27%	Reduced
2864	Pathstone Family Office Englewood, New Jersey	$150K	-$29.8K	7	0.15%	Reduced
2865	RCG Ruggie Capital Group Tavares, Florida	$144K	$0	5	0.13%	Maintained
2866	ECP Electron Capital Partners New York	$139K	$0	1	0.03%	Maintained
2867	BCA Benchmark Capital Advisors New York	$134K	+$44.6K	1	0.1%	Increased
2868	DAL David A. Lorber	$130K	-$152K	1	1.56%	Reduced
2869	PFG Piershale Financial Group Barrington, Illinois	$125K	+$358	4	0.1%	Increased
2870	CI Cooper Investors Melbourne, Victoria, Australia	$124K	$0	1	0.02%	Maintained
2871	LYV Live Your Vision West Conshohocken, Pennsylvania	$124K	+$120K	4	0.05%	New
2872	AIC Ayalon Insurance Company Ramat Gan, Israel	$121K	-$21K	3	0.1%	Reduced
2873	ACM Arlington Capital Management Arlington Heights, Illinois	$111K	+$115K	1	0.05%	New
2874	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$107K	$0	1	0.09%	Maintained
2875	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$105K	+$91.6K	1	0.74%	New